Ropes Wealth Advisors’s Tootsie Roll Industries TR Stock Holding History

Ropes Wealth Advisors’s Portfolio TR Stock Details TR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,989	Closed	-$205K	–	283
2023 Q1	$205K	Buy	+4,989	New	+$199K	0.04%	256
2021 Q1	–	Sell	-4,990	Closed	-$124K	–	737
2020 Q4	$124K	Hold	4,990	–	–	0.02%	288
2020 Q3	$129K	Hold	4,990	–	–	0.03%	242
2020 Q2	$143K	Buy	4,990 +145	+3%	+$4.3K	0.03%	220
2020 Q1	$146K	Sell	4,845 -146	-3%	-$4.12K	0.04%	194
2019 Q4	$139K	Hold	4,991	–	–	0.03%	239
2019 Q3	$151K	Hold	4,991	–	–	0.03%	243
2019 Q2	$150K	Hold	4,991	–	–	0.03%	247
2019 Q1	$151K	Hold	4,991	–	–	0.04%	241
2018 Q4	$132K	Hold	4,991	–	–	0.04%	242
2018 Q3	$115K	Hold	4,991	–	–	0.03%	267
2018 Q2	$122K	Sell	4,991 -1	-0%	-$23	0.03%	266
2018 Q1	$116K	Hold	4,992	–	–	0.03%	256
2017 Q4	$139K	Buy	+4,992	New	+$140K	0.04%	241

Other funds holding TR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWM

HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return

Ropes Wealth Advisors's TR Position: Q2 2023 in Review

Ropes Wealth Advisors sold out of Tootsie Roll Industries (TR) in Q2 2023, closing a stake of 4,989 shares — an estimated $205K sold.

Ropes Wealth Advisors first reported a position in TR in Q4 2017 and held it in 14 quarters. The position peaked at $205K in Q1 2023. 177 funds tracked by Wall St. Rank hold TR as of Q2 2023.

Ropes Wealth Advisors reported no remaining Tootsie Roll Industries position as of Q2 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 4,989 Tootsie Roll Industries shares in Q2 2023, an estimated $205K.
Ropes Wealth Advisors first reported a position in Tootsie Roll Industries in Q4 2017 and held it in 14 quarters.
Ropes Wealth Advisors's Tootsie Roll Industries position peaked at $205K in Q1 2023.
177 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q2 2023.

Based on Ropes Wealth Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.